Core Viewpoint - Shijin Technology is facing multiple challenges after its foray into the photovoltaic sector, leading to a significant decline in performance and financial instability [1][2]. Group 1: Company Overview - Shijin Technology, established in 2005, initially focused on pollution control equipment in the semiconductor industry and had a close partnership with JinkoSolar [1]. - The company went public in 2021, with its market value exceeding 10 billion yuan at one point [1]. Group 2: Financial Performance - In 2024, Shijin Technology's photovoltaic product revenue reached 644 million yuan, accounting for 31.35% of total revenue, but the gross margin plummeted to -40.26%, resulting in significant losses [2]. - The traditional environmental equipment business also saw a gross margin drop to -1.3%, leading to an annual loss of 771 million yuan, wiping out net profits accumulated over three years [3]. - By the third quarter of 2025, losses further expanded to 226 million yuan, with cash reserves dwindling to 303 million yuan, a 58.42% decrease year-on-year [3]. Group 3: Debt and Financial Strain - The company's short-term borrowings and liabilities due within one year reached 1.824 billion yuan, pushing the debt-to-asset ratio to 90.85% [3]. - To alleviate financial pressure, the controlling shareholder pledged 98.56% of their shares and transferred 10.1 million shares to repay stock pledge financing, raising 118 million yuan [3]. Group 4: Strategic Response - In September 2025, Shijin Technology attempted to introduce state-owned capital for relief by establishing a special purpose vehicle (SPV) with an initial capital of no more than 135 million yuan [3]. - This move aimed to acquire existing debts and provide a loan for operational support, but it only addressed short-term liquidity issues without resolving the underlying losses in the photovoltaic business [3]. Group 5: Industry Context - The case of Shijin Technology serves as a warning to the capital market, highlighting that over 70 companies announced forays into the photovoltaic sector in 2022, with many facing challenges due to technical barriers and financial pressures [4]. - The transition from a leader in environmental equipment to significant losses in the photovoltaic sector underscores common issues in strategic transformation, including misjudgment of industry cycles and inadequate risk management [4].

Core Viewpoint - Shijin Technology is facing multiple challenges after its foray into the photovoltaic sector, leading to a significant decline in performance, high debt levels, and substantial shareholder equity pledges [1][2][3] Company Overview - Founded in 2005, Shijin Technology initially specialized in pollution control equipment for the semiconductor industry and had a close partnership with JinkoSolar [1] - The company went public in 2021, achieving a market capitalization exceeding 10 billion yuan [1] Investment in Photovoltaics - In early 2023, Shijin Technology announced a major investment of 11.2 billion yuan to establish a 24GW TOPCon solar cell project in Anhui and a joint investment of 10 billion yuan with JinkoSolar for a 20GW silicon wafer and 20GW solar cell base in Sichuan [1][2] - The company also accelerated its overseas factory layout in Mexico [1] Financial Performance - The photovoltaic business generated revenue of 644 million yuan in 2024, accounting for 31.35% of total revenue, but suffered a gross margin of -40.26%, resulting in significant losses [2][5] - The traditional environmental equipment business also faced challenges, with a gross margin of -1.3%, leading to an overall annual loss of 771 million yuan [2][5] - Cumulatively, the company has reported a total net loss since its IPO, with losses further expanding to 226 million yuan in the first three quarters of 2025 [2][5] Cash Flow and Debt Situation - By the end of Q3 2025, Shijin Technology's cash reserves had dwindled to 303 million yuan, a decrease of 58.42% year-on-year, while short-term borrowings and liabilities due within one year reached 1.824 billion yuan [2][5] - The company's debt-to-asset ratio surged to 90.85% [2][5] Shareholder Actions - To alleviate financial pressure, the controlling shareholder, Zhu Ye, and associates pledged 98.56% of their shares [2][5] - In September 2025, Zhu Ye transferred 10.0998 million shares (4.99% of total shares) to Beijing Scorpius Asset Management for 118 million yuan to repay debt [2][5] Crisis Management Efforts - In September 2025, Shijin Technology attempted to introduce state-owned capital for relief by establishing a special purpose vehicle (SPV) with Suzhou Xingtai Industrial, raising a total of 135 million yuan [3][6] - However, this measure only provided temporary liquidity relief and did not address the fundamental issues of losses in the photovoltaic business [3][6] Industry Context - Shijin Technology's situation serves as a warning to the capital market, as over 70 companies announced forays into photovoltaics in 2022, with many facing challenges due to technical barriers and financial pressures [3][6] - The company's transition from a leader in environmental equipment to significant losses in the photovoltaic sector highlights common issues in strategic transformation, including misjudgment of industry cycles and inadequate risk management [3][6]

法律意见书 广东华商律师事务所 关于苏州仕净科技股份有限公司 2026 年第一次临时股东会的 法律意见书 二〇二六年一月 法律意见书 致：苏州仕净科技股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下 简称"《股东会规则》"）等法律、行政法规、规范性文件以及《苏州仕净科技 股份有限公司章程》（以下简称"《公司章程》"）的规定，广东华商律师事务 所（以下简称"本所"）接受苏州仕净科技股份有限公司（以下简称"公司"） 委托，指派本所律师出席公司 2026 年第一次临时股东会会议（以下简称"本次 股东会"或"本次会议"），对本次股东会的相关事项进行见证，并据此出具本法 律意见书。 深圳市福田区深南大道 4011 号香港中旅大厦 21-26 楼 法律意见书 广东华商律师事务所 关于苏州仕净科技股份有限公司 2026 年第一次临时股东会的 本所同意将本法律意见书作为本次股东会的法定文件予以公告，并愿依法对 本所出具的法律意见承担相应的责任。 本所律师根据法律法规的有关要求，按照律师行业公认的业务标准、道德规 范和勤勉尽 ...

证券代码：301030 证券简称：仕净科技 公告编号：2026-004 特别提示： 1、本次股东会未出现否决议案的情形。 苏州仕净科技股份有限公司 2026年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和会议的出席情况 （一）会议召开情况 4、会议召集人：苏州仕净科技股份有限公司（以下简称"公司"）董事会。 5、会议主持人：由于公司董事长董仕宏先生因公外出，经公司过半数董事 选举，董事张世忠先生主持了本次股东会。 6、本次股东会召开经公司第四届董事会第十二次会议审议通过，召集程 序符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定。 （二）会议出席情况 股东出席的总体情况： 通过现场和网络投票的股东159人，代表股份41,934,300股，占公司有表决 权股份总数的20.8370%。 1、会议召开时间 （1）现场会议时间：2026年1月19日（星期一）下午15:00。 （2）网络投票时间：2026年1月19日，其中：① 通过深圳证券交易所交易 系统进行网络 ...

Core Insights - The environmental equipment sector experienced a rise of 0.86% on January 14, with Senyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Group 1: Stock Performance - Senyuan Co., Ltd. (300210) closed at 11.19, up 10.57%, with a trading volume of 654,900 shares and a transaction value of 716 million yuan [1] - *ST Qingyan (301288) closed at 20.45, up 10.12%, with a trading volume of 19,700 shares and a transaction value of 39.76 million yuan [1] - Chuangyuan Technology (000551) closed at 15.60, up 9.24%, with a trading volume of 811,300 shares and a transaction value of 1.226 billion yuan [1] - Meiyu Technology (688376) closed at 62.81, up 6.58%, with a trading volume of 48,700 shares and a transaction value of 304 million yuan [1] Group 2: Capital Flow - The environmental equipment sector saw a net inflow of 143 million yuan from institutional investors, while retail investors experienced a net outflow of 164 million yuan [2] - Major stocks like Chuangyuan Technology and Juguang Technology had significant net inflows from institutional investors, indicating strong interest [3] - Senyuan Co., Ltd. had a net inflow of 5.95 million yuan from institutional investors, but a net outflow of 25.80 million yuan from retail investors [3]

Group 1 - The core point of the news is that Shijin Technology has seen a significant increase in its stock price, rising 5.24% to 14.26 CNY per share, with a total market capitalization of 2.886 billion CNY and a cumulative increase of 14.54% over the past seven days [1] - Shijin Technology, established on April 11, 2005, specializes in the research, production, and sales of process pollution control equipment and end-of-pipe pollution treatment equipment, and was listed on July 22, 2021 [1] - The company's main business revenue composition includes: 51.18% from process pollution control equipment, 41.71% from photovoltaic products, 3.47% from material sales, 2.72% from other services, 0.38% from third-party testing services, 0.34% from managed operation services, 0.20% from end-of-pipe pollution treatment equipment, and 0.00% from remote online monitoring systems [1] Group 2 - Among the top ten circulating shareholders of Shijin Technology, Wanji Fund's Wanji New Profit (519191) reduced its holdings by 162.29 thousand shares, now holding 117.83 thousand shares, which represents 0.58% of the circulating shares [2] - The Wanji New Profit fund has achieved a year-to-date return of 7.15% and a one-year return of 16.49%, ranking 1500 out of 8838 and 5910 out of 8089 respectively [2] - The fund manager, Huang Hai, has a tenure of 5 years and 115 days, with the fund's total asset size at 3.23 billion CNY and the best return during his tenure being 67.86% [2]

Core Viewpoint - Environmental risks are increasingly becoming a significant operational risk for listed companies, impacting both their development and public image [3]. Group 1: Environmental Violations and Penalties - Four listed companies have recently been exposed to environmental risks, with a total of 42.52 million shareholders potentially facing investment risks [3][2]. - Guodian Power's subsidiary, Liaocheng Power, was fined approximately 310,900 yuan for failing to verify the qualifications and technical capabilities of a third-party waste disposal company [4][3]. - Shijin Technology's subsidiary, Suzhou Shunze Testing Technology, was fined 116,000 yuan for falsifying environmental monitoring data [5][3]. - Yunda Co.'s subsidiary, Fengxin New Energy, was fined 200,000 yuan for commencing operations without reapplying for an environmental impact assessment after significant project changes [6][3]. Group 2: Regulatory Framework and Public Participation - The increase in environmental information transparency is supported by improved environmental regulatory information disclosure, ensuring public access to environmental data [9]. - Legal frameworks have established the right for citizens and organizations to access environmental information and participate in environmental protection [9].

Group 1 - The company Suzhou Shijin Technology Co., Ltd. announced the resignation of its Chief Financial Officer, Zhang Lihua, due to personal reasons [1] - Zhang Lihua's original term was set to last until November 13, 2024, coinciding with the end of the fourth board of directors' term [1] - The company will make alternative arrangements for Zhang Lihua following her resignation [1] Group 2 - The article features an exclusive interview with a Tesla FSD (Full Self-Driving) user who completed a 4,400-kilometer journey without taking control of the steering wheel [1] - The individual, a lidar salesperson, expresses support for Elon Musk's "pure vision" approach to autonomous driving technology [1]

截止本公告日，张丽华女士未持有公司股份，不存在应当履行而未履行的承 诺事项。公司财务部门运转正常，能按照相关法律法规和公司财务管理制度有效 履行职责，其离任不会影响公司的正常生产经营、财务管理等工作，公司将根据 相关规定尽快聘任新的财务总监。 张丽华女士在担任公司财务总监期间，恪尽职守，在建立健全财务运作机制， 完善财务管理制度、降低企业成本等方面做出了突出的贡献。公司董事会对张丽 华女士在任职期间为公司发展所作的贡献表示衷心的感谢！公司将尽快按照相关 规定聘任新的财务总监，为保证公司财务工作的正常开展，在董事会聘任新的财 务总监之前，暂由公司总经理刘太玉先生代行财务总监职责。 特此公告 苏州仕净科技股份有限公司 董事会 证券代码：301030 证券简称：仕净科技 公告编号：2026-003 苏州仕净科技股份有限公司 关于公司财务总监辞职的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 苏州仕净科技股份有限公司（以下简称"公司"）董事会于2026年1月8日收到 公司财务总监张丽华女士提交的书面辞职报告，张丽华女士因个人原因申请辞去 公司财务总监职务，原定任期为 ...

Group 1 - The stock of Shijin Technology (301030) closed at 12.28 yuan on January 6, 2026, up 1.66% from the previous trading day, with a total market capitalization of 2.485 billion yuan [1] - The stock opened at 12.09 yuan, reached a high of 12.51 yuan, and a low of 12.02 yuan, with a trading volume of 93.0404 million yuan and a turnover rate of 3.73% [1] - The company announced plans to change its accounting firm for the 2025 fiscal year, appointing Suya Jincheng Accounting Firm due to scheduling conflicts with the previous firm, Zhongshen Yatai [1] Group 2 - The decision to change the accounting firm has been approved by the board of directors and will be submitted for shareholder approval [1]